AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 348 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is 13.00 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $21,054,000 | +6.1% | 344,634 | +0.7% | 0.01% | 0.0% |
| Q1 2024 | $19,842,000 | -13.7% | 342,333 | -16.1% | 0.01% | 0.0% |
| Q4 2023 | $22,996,000 | +16.9% | 407,817 | +9.5% | 0.01% | 0.0% |
| Q3 2023 | $19,669,000 | +23.9% | 372,586 | +26.3% | 0.01% | +25.0% |
| Q2 2023 | $15,874,000 | +36.6% | 295,000 | +34.2% | 0.00% | +33.3% |
| Q1 2023 | $11,623,000 | +62.9% | 219,743 | +55.4% | 0.00% | +50.0% |
| Q4 2022 | $7,134,000 | +329.8% | 141,401 | +291.1% | 0.00% | +100.0% |
| Q3 2022 | $1,660,000 | -74.5% | 36,152 | -71.1% | 0.00% | -50.0% |
| Q2 2022 | $6,500,000 | +605.8% | 124,932 | +704.5% | 0.00% | – |
| Q1 2022 | $921,000 | +3075.9% | 15,530 | +3268.8% | 0.00% | – |
| Q4 2021 | $29,000 | +3.6% | 461 | +5.7% | 0.00% | – |
| Q3 2021 | $28,000 | -84.4% | 436 | -83.2% | 0.00% | – |
| Q2 2021 | $180,000 | +17.6% | 2,592 | +11.2% | 0.00% | – |
| Q1 2021 | $153,000 | -30.8% | 2,330 | -34.8% | 0.00% | – |
| Q4 2020 | $221,000 | +92.2% | 3,572 | +60.0% | 0.00% | – |
| Q3 2020 | $115,000 | +161.4% | 2,232 | +139.2% | 0.00% | – |
| Q2 2020 | $44,000 | -60.4% | 933 | -66.7% | 0.00% | – |
| Q1 2020 | $111,000 | – | 2,805 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Interests, LLC | 235,451 | $13,062,831 | 8.61% |
| Savant Capital, LLC | 10,192,843 | $548,476,859 | 8.58% |
| Aprio Wealth Management, LLC | 528,742 | $28,451,618 | 7.81% |
| Waypoint Wealth Partners Inc. | 414,938 | $22,327,805 | 7.64% |
| Ritter Daniher Financial Advisory LLC / DE | 309,009 | $16,627,759 | 6.89% |
| Versant Capital Management, Inc | 339,192 | $18,251,930 | 5.84% |
| Flagstone Financial Management | 194,193 | $10,449,543 | 4.91% |
| Echo Wealth Management, LLC | 79,980 | $4,464,458 | 4.82% |
| Annex Advisory Services, LLC | 1,538,542 | $82,788,973 | 4.60% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 194,639 | $10,473,553 | 4.56% |